1WA

180 Wealth Advisors Portfolio holdings

AUM $878M
1-Year Est. Return 37.53%
This Quarter Est. Return
1 Year Est. Return
+37.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.61M
3
+$1.45M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$918K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$910K

Top Sells

1
+$2.92M
2
+$651K
3
+$644K
4
AVGO icon
Broadcom
AVGO
+$627K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$577K

Sector Composition

1 Technology 29.29%
2 Consumer Discretionary 8.49%
3 Healthcare 6.89%
4 Financials 6.29%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$560K 0.08%
3,593
-124
227
$560K 0.08%
4,517
-302
228
$545K 0.08%
16,698
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229
$544K 0.08%
8,771
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230
$540K 0.08%
37,820
+4,878
231
$539K 0.08%
3,799
-228
232
$539K 0.08%
76,309
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233
$536K 0.07%
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-39
234
$536K 0.07%
9,557
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235
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7,840
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236
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237
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238
$524K 0.07%
33,969
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239
$523K 0.07%
7,391
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240
$521K 0.07%
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241
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17,074
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243
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3,246
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244
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700
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245
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246
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14,010
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247
$480K 0.07%
626
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248
$480K 0.07%
47,795
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249
$479K 0.07%
2,158
-1
250
$473K 0.07%
16,414
-773
8 9
10
11 12